It’s never easy to talk about, but we’re here to make it as easy as possible.
A little trust goes a long way
Avoids probate court proceedings
Ensures you receive proper care and financial affairs are in order if you become incapacitated
Prevents beneficiaries from squandering their inheritance
Protects you from potential elder financial abuse
Preserves family harmony with a corporate trustee who is objective and staffed with legal and investment professionals who have a legal duty to act in the best interest of your beneficiaries
(260) 563-7443, ext. 2013
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.